William Pier
Barton Financial Group · Kyle, Texas
William Pier is a fee-only financial advisor at Barton Financial Group in Kyle, Texas. Barton Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Barton Financial Group |
|---|---|
| Based in | Kyle, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $25.0M across 211 accounts |
| SEC registration | Investment adviser representative in TX · CRD 7259437 |
| Exams passed | Series 65 (2022) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.bartonfinancialgroup.com |
How William's firm compares
- Barton Financial Group's average account is about $118,000, from its Form ADV (assets managed divided by 211 accounts).
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Questions about William
Is William Pier a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Barton Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Barton Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Pier based?
William Pier is based in Kyle, Texas.
Is William Pier registered with the SEC?
Yes. William Pier is registered as an investment adviser representative in TX (CRD 7259437), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Barton Financial Group manage?
Barton Financial Group reports $25.0M across 211 accounts in assets under management.
How do I contact William Pier?
Through William's website, www.bartonfinancialgroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Kyle
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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